RH
CFP · ChFC
RH
CFP · ChFC

Ronald John Hochstein

46 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
Loading...

Location

4205 Dover Road, Richmond, VA, 23221

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Ronald is an investment advisor with Comprehensive Financial Planning Corporation, spending nearly full-time meeting with clients. He also works as an insurance agent through Comprehensive Financial Insurance Services, Inc., dedicating minimal time to insurance sales and service.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
August 2018 - Present · 7 yrs 6 mos
Highstone Group
September 1993 - Present · 32 yrs 5 mos
Previous Registrations
Securities Service Network, LLCBroker
August 2002 - August 2018 · 16 yrs
Highstone Group
September 1993 - June 2012 · 18 yrs 9 mos
Securities America, INC.Broker
October 1991 - August 2002 · 10 yrs 10 mos
Fsc Securities CorporationBroker
June 1988 - November 1991 · 3 yrs 5 mos
Washington National Equity CompanyBroker
September 1986 - June 1988 · 1 yr 9 mos
Hibbard-Beck, INC.Broker
May 1985 - September 1986 · 1 yr 4 mos
Integrated Resources Equity CorporationBroker
May 1984 - June 1985 · 1 yr 1 mo
Mony Securities CORP.Broker
September 1979 - May 1984 · 4 yrs 8 mos
The Mutual Life Insurance Company of New YorkBroker
September 1979 - May 1984 · 4 yrs 8 mos
State Registrations23 states
ALCACODCFLGAKYMAMDMONCNENJNYOHPASCTNTXVAWAWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.